Browse all Independent advisors in Connecticut

Every advisor below is licensed to work with clients in Connecticut. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Connecticut advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
1,159
Wealth management
899
Options & derivatives strategies
760
Retirement plans for business owners (SEP, solo 401k)
710
Executive
673
Private / alternative investments
660
Active portfolio management
564
Tax-loss harvesting
486
Concentrated stock management
414
Retired
384
ESG / Sustainable investing
364
General retirement planning
341
Income planning
292
Retirement income strategy
272
Annuities
246
Charitable giving & philanthropy
244
Passive / index investing
226
College savings (529s, UTMA, etc.)
206
Cash flow / budgeting
165
General tax planning
138
Real estate investing
135
Business exit / sale strategy
121
Equity compensation tax strategy
121
Factor investing / smart beta
116
Business succession planning
84
General estate planning guidance
84
Business ownership considerations
81
Long-term care insurance
75
Retirement withdrawal strategies
71
HENRY (High Earners, Not Rich Yet)
42
Approaching retirement
39
Divorce financial planning
38
Business sale tax planning
35
Values-based investing
35
Educators, Teachers, and Academics
29
Debt management
25
Doctor or Medical Professional
22
Life insurance needs analysis
19
Financial Professional
18
Mid-Career Professionals
18
Self-Employed
17
Tax strategies for small businesses
17
Social Security optimization
15
Stock option exercise strategy
14
Young Professionals
14
Family Business
13
Attorney
11
Medicare planning
9
Planning for children with special needs
9
Charitable giving tax strategies
8
Retired
8
Established Professionals
7
Multi-generational wealth transfer
5
Religious/faith focused
5
Roth conversion strategy
5
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")